meet sue
DESCRIPTION
See how one simple choice enables a woman to be rich beyond her wildest dreams. It could be you. www.thefortuneacademy.comTRANSCRIPT
meet SUEshe is set
for
LIFE!property of YCIS all rights reserved © 2008
A.K.A…
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mrs. everyday
GAL
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sue OWN’s a…
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with Interest
only
30 year mortgage
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she LIKES…
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and…
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is GOOD friends with…
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OLIVE
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sue WORKS…
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HERE
SUE is also full of GREAT…
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when it COMES to…
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and…
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BUT sue ALSO…
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KNOWS a GREAT…
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WHEN she…
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and she DOES her…
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as a result…
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everywhere mel FAILED
sue is SUCCESSFUL
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sowhat’s
soCOOLabout sue? property of YCIS all rights reserved © 2008
SUE will get…$85,000 /yr
tax free for the…
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rest of her LIFE!
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yes LIQUIDITYyes SAFETY
yes RETURN on INVESTMENT
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yes NOT TAX DEFERRED
yes LONGEVITYyes INFLATION
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and the BEST for last
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NOT TAXED
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sue did even
BETTER…property of YCIS all rights reserved © 2008
sue will never RUN OUT of MONEY
and she has
LONG TERM CAREproperty of YCIS all rights reserved © 2008
and if she were to pass away at any time, her daughter mary will get the remainder of sue’s accountTAX FREE!
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sue’s FAMILY will never have to
worry about her!
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sowhat did sueDO?
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Its called a…
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DRUMROLL
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PRIVATE PLAN
7702(a)property of YCIS all rights reserved © 2008
I know WHAT YOU’RE
THINKING…property of YCIS all rights reserved © 2008
what's that?
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it’s an IRS approved plan that has…
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LIQUIDITY (can get money)
SAFETY of principal
earns a RETURN on INVESTMENT
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LONGEVITY (lasts for life)
can fight INFLATION
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and it’s…
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NOT TAXED(if you comply with TEFRA, DEFRA and
TAMRA)
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PEOPLE who
drive…property of YCIS all rights reserved © 2008
FERRARI’S
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and have…
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WHITETIGERS
as pets
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have been doing 7702(a)’s
since the…property of YCIS all rights reserved © 2008
1980’sproperty of YCIS all rights reserved © 2008
RICH people were all up in
arms…property of YCIS all rights reserved © 2008
LOOKING for a legal way
to have their
MONEY…property of YCIS all rights reserved © 2008
GROW, WITHDRAW, and pass it on
to HEIRS
TAX FREEproperty of YCIS all rights reserved © 2008
whatever it was, it HAD to be
100% lawful(not just a loophole)
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because we are talking about…
GREAT FORTUNES
folks…property of YCIS all rights reserved © 2008
THEY FOUND IT!
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IRS CODE 7702(a)
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back to
SUEproperty of YCIS all rights reserved © 2008
sue had a…
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RICH friend that…
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what HE does…
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DRUMROLL
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PRIVATE PLAN
7702(a)property of YCIS all rights reserved © 2008
after doing HER…
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when sue was 45 she took 200k of
her EXISTING assets…
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and moved her money
into a…property of YCIS all rights reserved © 2008
PRIVATE PLAN
7702(a)property of YCIS all rights reserved © 2008
by doing this sue TURNED
her life around…
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SUE will get…$85,000 /yrtax free*
for the…*she has complied with TEFRA, DEFRA and TAMRA
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rest of her LIFE!
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that means sue will get…
$1,700,000 more than…
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mel in retirement
income with all the
same resources!
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SUE is set
for life!property of YCIS all rights reserved © 2008
ANYTHING else LIKE…
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SOCIALSECURITY
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WOULD
just be a…
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on TOPproperty of YCIS all rights reserved © 2008
there is MORE!
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did you know social
securityis taxed as
income?property of YCIS all rights reserved © 2008
sue will use her…
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with Interest
only
30 year mortgage
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as a
TAX WRITE OFF
to help with this!property of YCIS all rights reserved © 2008
ENABLING sue to
MAXIMIZEWHATEVER she
receives from…property of YCIS all rights reserved © 2008
SOCIALSECURITY
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on TOPproperty of YCIS all rights reserved © 2008
I know WHAT YOU’RE
THINKING…property of YCIS all rights reserved © 2008
sue has a mortgage in retirement?
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short ANSWER
YES!property of YCIS all rights reserved © 2008
with all the money she has in her 7702a
sue could WRITE a…
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to her bank and owe…
NOTHING!if she wanted to…
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but sue has chosen not to!
so she could get…
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a
TAX WRITE OFF
to help with…property of YCIS all rights reserved © 2008
SOCIALSECURITY
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on TOPproperty of YCIS all rights reserved © 2008
and like i said
earlier!property of YCIS all rights reserved © 2008
sue has more!she has…
LONG TERM CARE also!
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longtermcare is INSURANCE
that most people cannot afford!
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but most people will
need!property of YCIS all rights reserved © 2008
if you loose 2 of
the following functions you will
NEED IT!property of YCIS all rights reserved © 2008
Bathing(wash yourself)
Dressing(dress yourself)
Toilet Use(you know…)
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Transport (move yourself)
Eating (feed yourself)
Bladder and Bowel Continence (control yourself)
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WHAT’s mel’s
tax deferred retirement plan
going to do for him then?
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If you don't think you will need it!
THINK AGAIN!!!
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42% of those who make it to age 85 will need care for
DEMENTIA or ALZHEIMERS
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7702(a) can provide benefits
NO other investment (by
law) can provide!property of YCIS all rights reserved © 2008
sue DID…
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something DIFFERENT…
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with only 200k sue receives$2,295,000
retirement income!property of YCIS all rights reserved © 2008
SUE is
set!
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DIFFERENT is NOT always
BETTER,
but BETTER is ALWAYS…
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DIFFERENT!
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7702(a) is something
DIFFERENT…property of YCIS all rights reserved © 2008
what’s for dinner sue?
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property of YCIS all rights reserved © 2008
do you have a solid retirement plan? go meet mel, see if you are making any of the 7 deadly retirement mistakes If you want to skip meet mel, and get to
work on planning for a successful (TAX SMART) retirement
contact us at…property of YCIS all rights reserved © 2008
(866-884-7483)or get STARTED NOW atwww.thefortuneacademy.com
THEENDproperty of YCIS all rights reserved © 2008